Institute of Financial Professionals Australia - Member Access

Governance documents

Member Access Only

Taxpayers Australia Limited, trading as the Institute of Financial Professionals Australia has governance documents that only members may access:

Notice of Elections – Taxpayers Australia Limited (trading as IFPA)

Nominations are open for election to the Board. This notice sets out the assessment criteria and expected time commitment for all candidates (By-law 5 cl 3.2).

Positions: two Member Directors and two Directors with Special Qualifications, each for four years.
Eligibility: Member Directors must be Members. Special Qualifications candidates need not be Members, but must join within five days if elected. Candidates may nominate in one category only (Member Director or Special Qualifications) the candidate chooses in which they nominate.
Skills sought (Special Qualifications): Taxation, financial advice and broader financial services, including advice practice, licensee leadership, wealth and funds management, super/SMSF, insurance and risk, compliance, association growth and partnerships, and knowledge of the taxation system plus governance competence.
Assessment criteria (everyone): judgement, integrity, governance competence, relevant experience, capacity to contribute and addressing Board needs.
Time commitment: about 10 hours a month, including 5 Board meetings a year (about 5 hours each).
Nominations close: 5:00pm AEST (Brisbane time) / 6:00pm AEDT Monday 2 November 2026 as approved by the Board on 21 October 2026.
How to nominate: complete the Director Nomination Form 2026 at https://www.surveymonkey.com/r/LSPDVRR, with a CV (maximum 2 pages) and candidate statement (maximum 500 words). You can also email documents to [email protected].
What happens next: the Selection Committee assesses candidates; its recommendations go to members with the ballot, which issues on Monday 9 November 2026 timed to coincide with the AGM notification; voting closes 5:00pm AEST (Brisbane time) 6:00pm AEDT Wednesday 25 November 2026; election results are declared at the AGM on Wednesday 2 December 2026 (subject to ASIC extension).

Questions: please contact the Returning Officer:

Heidi Ivory, Acting General Manager and Returning Officer

[email protected]

Nominate now

Notice of 2025 Annual General Meeting

Notice is hereby given that the 2025 Annual General Meeting (AGM) of Members of Taxpayers Australia Ltd (TAL), a public company limited by guarantee incorporated under the Corporations Act 2001 (Cth) (the Act), will be held on Friday, 28 November 2025 at 10.00am AEST (Brisbane time) at the office of AEPMA, Airport Gateway Business Centre, Unit 6 / 12 Navigator Place, Hendra QLD 4011. Members are invited to attend the meeting in person.

Notice of Meeting

Members can access the Notice of Meeting here.

Voting by Proxy

Members may vote on the Resolutions ahead of the AGM via Proxy.To cast your vote prior to the AGM, please use the following link: Submit your Proxy Here

Proxy appointments must be received by 10.00am AEST (Brisbane time) on Wednesday 26 November 2025.

Register to Attend

All information relevant to the AGM, including the Annual Financial Statements, can be accessed via the Institute of Financial Professionals Australia website. Members may elect to receive hard copies of documents by notifying the Company of this selection pursuant to Section 110E of the Act.

Please contact the Secretariat via email at [email protected] if you have any queries.

View Annual Report 2025

View Chairman's & CEO Report

Notice of Special General Meeting

Notice is hereby given that a Special General Meeting (SGM) of Members of Taxpayers Australia Ltd (TAL), a public company limited by guarantee incorporated under the Corporations Act 2001 (Cth) (the Act), will be held on Friday 4 July 2025 at 8.30am AEST (Sydney time) at the Hyatt Regency, 161 Sussex St, Sydney NSW 2000. Members are invited to attend the meeting in person.

Notice of Meeting

Members can access the Notice of Meeting here.

Voting by Proxy

Voting Members may vote on the Resolutions ahead of the SGM via Proxy. To cast your vote prior to the SGM, please use the following link:

Submit your Proxy Here

Voting Members who are unable to attend the meeting are entitled to appoint a Proxy by giving notice to the Secretariat by 8.30am AEST on Wednesday 2 July 2025, being no later than 48 hours before the commencement of the SGM.